Ver 2.

1 NSRF-NRI/OCI
NATIONAL PENSION SYSTEM (NPS) – SUBSCRIBER REGISTRATION FORM For NRI / OCI
Protean eGov Technologies Limited (formerly NSDL e-Governance Infrastructure Ltd.)
How did you hear about NPS Friend / family Social media News paper / magazines TV / Radio Financial advisor / apps Employer

PRAN Card & Kit* i. PRAN Card (please tick(√)) ii. Account Opening Kit (please tick (√))
Paste
(refer sl no. 1 of instructions) ePRAN Card Physical PRAN Card Through Email Physical Kit (Courier / post) recent
Print my PRAN in Hindi Yes No If yes, please submit details as per Annexure I passport size
photograph
Please select your category* Corporate All Citizen (3.5 cm × 2.5 cm size)
To,
National Pension System Trust Do not sign across
Dear Sir/Madam, I hereby request that an NPS account be opened in my name as per the particulars given below: Do not stapple / clip
* indicates mandatory fields. Please fill the form in English and BLOCK letters (Refer general guidelines at instructions page.)
CKYC Identifier RA Code
1. PERSONAL DETAILS: (Refer Sr. No. 1 of the instructions) Use Annexure II if name exceeds the space provided below
Salutation* Shri Smt. Kumari
Applicant Name* F i r s t M i d d l e L a s t
Father’s Name F i r s t M i d d l e L a s t
Mother’s Name F i r s t M i d d l e L a s t
Either Father’s or Mother’s name is mandatory* Select the name to appear on PRAN Card Father’s name Mother’s Name
Date of Birth* d d m m y y y y
Place of Birth*
Country of Birth*
Gender* Male Female Transgender Nationality*
Marital Status* Unmarried Married Widow/Widower Divorcee
Spouse Name* (if married) F i r s t M i d d l e L a s t
PAN* or Form 60 furnished Submission of PAN or Form 60 is mandatory
Income Range (per annum) Below 1 lac 1 lac to 5 lac 5 lac to 10 lac 10 lac to 25 lac 25 lac to 1 Cr Above 1 Cr
Occupation Details* Public Sector Private Sector Professional Self Employed Homemaker Others.......................................
Please Tick if Applicable Politically exposed person Related to Politically exposed person (Please refer instruction no. 1)

2. PROOF OF IDENTITY AND ADDRESS* (All fields are mandatory - Refer Sr. No. 2 of the instructions)
Non-Resident Indian (please tick(√)) Overseas Citizen of India (please tick(√))

Passport OCI Card No.

Expiry Date d d m m y y y y Date of issue d d m m y y y y
Visa/Work Permit No. Place of issue
Expiry Date d d m m y y y y Foreign Passport No
Indian Address Proof Passport Aadhaar Driving License Overseas Address Proof OCI Card Passport
(Copy to be provided) Voter ID NPR PoP Certificate (Copy to be provided) Driving License (specify)

3.1 Overseas Address* (Proof for this address is mandatory for OCIs)
Line 1
Line 2 V i l l a g e / C i t y
Line 3 State/Province
Country ZIP/PIN Code

3.2 Indian Address* (Proof for this address is mandatory for NRIs)
Line 1
Line 2 V i l l a g e / C i t y
District State/U.T.
Country PIN Code

4. CONTACT DETAILS*
Mobile* Telephone with STD code
Email ID*
5. BANK DETAILS* (Proof to be submitted - Refer Sr. No. 3 of the instructions)
Account Type NRE NRO IFSC /SWIFT Code
Bank A/c Number
Bank Name
NRIs/OCIs should make contributions through NRE/NRO Account only and fund transfers should comply to regulatory requirements of RBI / Government and FEMA, as applicable.
6. NOMINATION DETAILS* (Refer Sr. No. 4 of the instructions)
A. The nomination shall be in favor of one or more persons belonging to his/her family. For nominating more than one person, submit Annexure III
B. A fresh nomination shall be made by the subscriber on his/her marriage.
C. Before filling-up the details, please refer Nomination relationship matrix provided on instructions page.
Nominee Name F i r s t M i d d l e L a s t
Relationship Age Date of Birth (In case of Minor) d d / m m / y y y y
Name of Guardian F i r s t M i d d l e L a s t
(if nominee is a minor)

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Ver 2.1 NSRF-NRI/OCI
7. SELECTION OF PENSION FUND (PF) AND INVESTMENT CHOICE* (Refer Sr no. 5 of the instructions )
1. All Citizen : Selection of one PF is mandatory else form will be rejected. If no investment choice is selected, funds will be invested in Auto Choice (LC 50).
2. Corporate Model : The PF / Investment Choice may be exercised in consultation with your Employer.
Pension Fund* (Please Tick (√) one) Investment Choice (Please Tick (√) one)
Aditya Birla Sunlife Pension Mgmt Ltd Axis Pension Fund Management Limited Active Choice mention the % share in applicable asset class below
DSP Pension Fund Managers Private Ltd HDFC Pension Mgmt Co Ltd E (upto 75%) C (Upto 100%) G (Upto 100%) A (Upto 5%) Total
% Equity % Corp Bonds % Govt. Sec. % Alt. Assets 100%
ICICI Prudential Pension Funds Mgmt Co Ltd Kotak Mahindra Pension Fund Ltd
OR
LIC Pension Fund Limited Max Life Pension Fund Mgmt Ltd Auto Choice Select one life cycle fund below
SBI Pension Funds Private Limited TATA Pension Management Private Limited Conservative (LC25) Moderate (LC50) Aggressive (LC75)
UTI Retirement Solutions Limited

8. Repatriation of corpus* For repatriation of corpus, the contributions should be made from NRE account only
I would like to open account on Repatriation Basis Non-repatriation Basis

9. FATCA* (Foreign Account Tax Compliance Act) & CRS DECLARATION (Refer Sr no. 6 of the instructions):
I am a tax resident of India and not resident of any other country I am a tax resident of the country/ies mentioned below
US Person Yes No.
Particulars Country (1) Country (2) Country (3)
Country/countries of Tax Residency
Address Line 1
Address in the jurisdiction for Tax City/Town/Village
Residence State
ZIP/Post Code
Tax Identification Number (TIN)/Functional equivalent Number
TIN/ Functional equivalent Number Issuing Country
Validity of documentary evidence provided (Wherever applicable) ddmmyyyy ddmmyyyy ddmmyyyy
I have understood the information requirement of the Form (read along with the FATCA / CRS Instructions and Terms & Conditions) and
hereby confirm that the information provided by me/us on this Form is true, correct and complete and hereby accept the same.
Signature / Thumb Impression* of Applicant
(refer instructions)
10. DECLARATION BY APPLICANT* (Refer Sr no. 7 of the instructions)
I have read and understood the terms and condition sof the National Pension System. The information and documents
furnished by me are true and correct, to the best of my knowledge. Any changes in the information furnished by me shall be
informed to CRA / NPS Trust. I do not hold any pre-existing account under NPS. I understand that I shall be fully liable for
submission of any false or incorrect information or documents.
Declaration under the Prevention of Money Laundering Act, 2002
I here by declare that the contribution paid by me/on my behalf has been derived from legally declared and assessed sources
of income. I understand that NPS Trust has the right to peruse my financial profile or share the information, with other
government authorities. I further agree that NPS Trust has the right to close my PRAN in case I am found violating the
provisions of any law relating to prevention of money laundering. Signature / Thumb Impression* of Applicant
(*LTI in case of males and RTI in case of females to be
Date: d d m m y y y y Place: provided. Toe impression in case no hands)

11. DECLARATION BY EMPLOYER (All Details are Mandatory)

Date of Retirement d d m m y y y y
Employee Code/ID Non-mandatory if not available
CHO Registration Number CBO Registration Number
It is certified that is employed with us and the details provided in this subscriber registration form including the address and employment details
provided above are as per the service record of the employee maintained with us. It is further certified that he/she has read entries/entries have been read over to him/herby her by
us and got confirmed by him/her.
Name of the Authorised Person
Designation
Date d d m m y y y y
Place Signature of Authorised person Rubber stamp of the Employer

12. TO BE FILLED BY POP

Receipt No. (17 digits)

POP Registration Number POP-SP Registration Number

Documents Received :
Existing Customer: I/we hereby certify/confirm that Shri/Smt/Kum ..................................................................... is an existing KYC verified customer. The above applicant is having
an operative Bank/ Demat/ Folio/ ................................. account (specify nature of the account) having account number /client ID........................................................... maintained
at .......................................................... branch/office. The KYC documents available with us for this customer/client matches the requirement for opening NPS account and are
in compliance with PML Rules. I/We further confirm that the Bank a/c of Sh/Smt/Kum ............................................................................... is a NRE/FCNR/NRO Account (applicable
in case of Bank PoP)
Name of the Authorised Person
Designation
Date d d m m y y y y
Place Signature of Authorised person Rubber stamp of the Pop

ACKNOWLEDGEMENT
Name of the Subscriber
Application Receipt Date: d d m m y y y y
Initial contribution amount
Mode of payment Cheque / DD Debit Instruction Cash Stamp and Signature of PoP

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Ver 2.1 NSRF-NRI/OCI
INSTRUCTIONS FOR FILLING THE SUBSCRIBER REGISTRATION FORM
General guidelines
(a) Please fill in legible handwriting to avoid errors. Do not overwrite. Corrections should be countersigned by the applicant. Applications incomplete in any aspect (or)
if mandatory fields are left blank (or) with unclear photograph (or) not accompanied by required documents (or) not authenticated by PoP/PoP-SP are liable to be rejected.
(b) Copies of documents submitted by the applicant should be self-attested.
(c) Applicant is advised to retain the acknowledgement slip signed / stamped by the PoP/PoP-SP office.
Item
SI Item Details Instructions
No
(a) This Form is applicable only for Non Resident Indians (NRIs) & Overseas Citizen of India (OCIs). Foreign Nationals and Persons of Indian Origin
Eligibility / (PIO) are not allowed to open NPS account. When an OCI comes to India with an intention to stay for an indefinite period and stays more than 182
Applicability days, he/she loses the privileges available to NRIs/OCIs and thus such OCI may open an NPS account applicable to resident Indians.
(b) NRIs/OCIs are not permitted to open NPS Tier-II account
1 1 In case a subscriber opts not to have a physical PRAN Card or Welcome Kit, reduced account opening charges of CRA are applicable as under:
Option for
Account opening with ePRAN card (in Rs.)
PRAN Card Account opening with Physical PRAN card in (Rs.)
Welcome kit in hardcopy eWelcome kit (Email)
and kit
` 40.00 ` 35.00 ` 18.00
Fathers Name, (a) If the name has more than 30 digits, fill Annexure II for the same.
Mother’s Name (b) If the applicant is an Orphan, he/she may leave the fields blank. However, an official document to support the status to be submitted.
Politically Politically Exposed Persons’ (PEPs) are individuals who are or have been entrusted with prominent public functions such as heads of state or of the
Exposed Person government, senior politicians, senior government, judicial or military officials, senior executives of state-owned corporations, important political
party officials.
Proof of Idenity If the NRI applicant is submitting Aadhaar as proof of Identity and Address, the first 8 digits of the Aadhaar number should be redacted / masked
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and Address on the submitted copy
Bank Details Applicant is required to provide the details of NRE/NRO account only. Bank details and documentary proof are mandatory in NPS. Please submit a
3 5 cancelled cheque / copy of bank passbook / bank statement / bank certificate / letter from Bank containing applicant’s Name, Bank Name, Bank
Account Number and IFS / SWIFT Code.
Nomination (a) If a subscriber has family at the time of making a nomination, the nomination shall be in favor of one or more persons belonging to his/her family.
Details Any nomination made in favour of a person not belonging to family shall be invalid; A fresh nomination shall be made by the subscriber upon
marriage and any nomination made before such marriage shall deemed to be invalid; If at the time of making a nomination the subscriber has
4 6 no family, the nomination may be in favor of any person or persons but if the subscriber subsequently acquires a family, such nomination shall
forthwith be deemed to be invalid and the subscriber shall make a fresh nomination in favour of one or more persons belonging to his family.
(b) In case of more than one nominee, the percentage share for each nominee should be in whole numbers and must be equal to 100.
(c) Please refer Nomination relationship matrix provided below
Selection
of Pension
5 7 Fund (PF) & Corporate applicants may exercise these choices if the option is extended to them by the employer or else may be ignored
Investment
Choice
FATCA & CRS Clarification / Guidelines on filling details if applicant residence for tax purposes in jurisdiction(s) outside India:
Declaration • Jurisdiction(s) of Tax Residence: Since US taxes the global income of its citizen, every US citizen of whatever nationality, is also a resident for
tax purpose in USA.
• Tax identification Number (TIN): TIN need not be reported if it has not been issued by the jurisdiction. However, if the said jurisdiction has issued
a high integrity number with an equivalent level of identification (a “Functional equivalent”), the same may be reported. Examples of that type of
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number for individual include, a social security/insurance number, citizen/personal identification/services code/number and resident registration
number)
• In case applicant is declaring US person status as ‘No’ but his/her Country of Birth is US, document evidencing Relinquishment of Citizenship
should be provided or reasons for not having relinquishment certificate is to be provided.
• In case applicant is declaring US person status as ‘Yes’, ‘father name’ and PAN are mandatory alongwith details required in section 9 of form
Declaration / In case the applicant is unable to affix signature, Left Thumb Impression in case of male and Right Thumb Impression in case of female should be
9&
7 Signature by affixed and in case there is no hands, toe impression of the applicant to be provided. The thumb / toe impression should be attested by two persons,
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Applicant one of whom should be the authorised official of PoP attesting the same under his/her official seal and stamp.
Applicable CRA Charges (Excluding taxes) Protean CRA
Account Opening Charges Please refer sr. no. 1 above For more details on CRA charges, please refer
Account Maintenance Charges (p.a.) ` 69 NPS Trust website ( www.npstrust.org.in )
Charge per transaction ` 3.75
Nomination Relationship Matrix (Please mention relationship as per details given below)
Marital Status Male Female Transgender
1. Mother 1. Mother 1. Mother
2. Father 2. Father 2. Father
Unmarried
3. Please specify the relationship 
3. Please specify the relationship 3. Please
 specify the relationship
if any other person if any other person if any other person
1. Spouse 1. Spouse 1. Spouse
2. Son 2. Son 2. Son
3. Daughter 3. Daughter 3. Daughter
4. Mother 4. Mother 4. Mother
5. Father 5. Father 5. Father
Married
6. Daughter in Law 6. Mother in Law 6. Mother in Law
7. Grandson 7. Father in Law 7. Father in Law
8. Granddaughter 8. Daughter in Law 8. Daughter in Law
9. Grandson 9. Grandson
10. Granddaughter 10. Granddaughter
1. Son 1. Son 1. Son
2. Daughter 2. Daughter 2. Daughter
3. Mother 3. Mother 3. Mother
4. Father 4. Father 4. Father
Widow/
5. Daughter in Law 5. Mother in Law 5. Mother in Law
Widower
6. Grandson 6. Father in Law 6. Father in Law
7. Granddaughter 7. Daughter in Law 7. Daughter in Law
8. Grandson 8. Grandson
9. Granddaughter 9. Granddaughter
1. Son 1. Son 1. Son
2. Daughter 2. Daughter 2. Daughter
3. Mother 3. Mother 3. Mother
4. Father 4. Father 4. Father
Divorcee 5. Daughter in Law 5. Mother in Law 5. Mother in Law
6. Grandson 6. Father in Law 6. Father in Law
7. Granddaughter 7. Daughter in Law 7. Daughter in Law
8. Grandson 8. Grandson
9. Granddaughter 9. Granddaughter
General Information for Subscribers
a) The Subscriber can obtain the status of his/her application from CRA and respective Point of Presence (PoP).
b) Subscribers are advised to retain the acknowledgement slip signed/ stamped by the designated nodal officer where they submit the application.
c) For more information / clarifications, contact CRA:
Website: https://www.npscra.nsdl.co.in
Call: 022-4090 4242
Address: Central Recordkeeping Agency (CRA)
Protean eGov Technologies Limited
(formerly NSDL e-Governance Infrastructure Limited)
1st Floor, Times Tower, Kamala Mills Compound, Senapati Bapat Marg,
Lower Parel (W), Mumbai - 400013

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Ver 2.1 NSRF-NRI/OCI
Annexures - Subscriber Registration Form for NRI/OCI applicants (Tick and fill applicable annexures below)
Annexure I - Print PRAN Card in Hindi (Fill the details in Devnagri script)

Applicant's First Name

Middle Name
Last Name
Father / Mother's First Name
Middle Name
Last Name
Annexure II - If characters of name exceeded the space provided on page 1 of the application form

Applicant's First Name

Middle Name
Last Name
Father's First Name
Middle Name
Last Name
Mother's First Name
Middle Name
Last Name
Annexure III - Additional Nomination

Percentage Share Nominee I Nominee II Nominee III Total should be equal to 100%

Nominee I - Name F i r s t M i d d l e L a s t
Nominee I

Relationship Age Date of Birth (in case of Minor) D D / M M / Y Y Y Y

Name of Guardian F i r s t M i d d l e L a s t
(if nominee is a minor)

Nominee II - Name F i r s t M i d d l e L a s t
Nominee II

Relationship Age Date of Birth (in case of Minor) D D / M M / Y Y Y Y

Name of Guardian F i r s t M i d d l e L a s t
(if nominee is a minor)

Nominee III - Name

Nominee III

F i r s t M i d d l e L a s t
Relationship Age Date of Birth (in case of Minor) D D / M M / Y Y Y Y
Name of Guardian F i r s t M i d d l e L a s t
(if nominee is a minor)

Name of the Applicant

Place
Signature / Thumb Impression* of Applicant
Date D / D/ M/ M/ Y/ Y/ Y/ Y (refer instructions)

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